+3,263.4%
MRSH vs LUV
+4,440.9%
-1,177.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | -4.8% | -1.0% | -3.8% | -4.6% |
| 30D | -6.3% | -12.4% | +6.0% | -3.7% |
| 3M | +5.8% | -11.0% | +16.8% | +8.0% |
| 6M | +2.8% | -5.0% | +7.8% | +2.6% |
| YTD | -3.1% | -3.8% | +0.7% | -4.0% |
| 1Y | -11.3% | +25.9% | -37.2% | -17.6% |
| 3Y | -5.0% | +42.2% | -47.2% | -17.1% |
| 5Y | +19.2% | -10.8% | +30.0% | +13.3% |
| 10Y | +217.4% | +19.0% | +198.4% | +165.7% |
| All | +3,263.4% | +4,440.9% | -1,177.5% | +1,113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling